Editing parameters of plans
To edit parameters in an exported MS Excel file with the list of plans (see Exporting plans):
- Open the exported MS Excel file.
- Change the values in the following columns for periods and resources:
- Period/Resource name — the period duration or the resource name.
- Setup fee.
- Recurring fee.
- Renewal fee.
- Transfer fee.
Overuse fee.
Depending on the order type, the following fees are summed up:
- For a sales order: Setup fee, Recurring fee.
- For a renewal order: Recurring fee, Renewal fee.
- Save the changes in the file.